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Kornitzer Capital Management’s Caterpillar CAT Stock Holding History

Kornitzer Capital Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.16M Sell
1,088
-25
-2% -$22K 0.02% 412
2026
Q1 		$789K Sell
1,113
-13
-1% -$9K 0.02% 424
2025
Q4 		$645K Sell
1,126
-16
-1% -$8.89K 0.01% 454
2025
Q3 		$545K Sell
1,142
-86
-7% -$36.7K 0.01% 458
2025
Q2 		$477K Sell
1,228
-22
-2% -$7.33K 0.01% 449
2025
Q1 		$412K Sell
1,250
-25
-2% -$8.9K 0.01% 432
2024
Q4 		$463K Buy
1,275
+3
+0.2% +$1.16K 0.01% 434
2024
Q3 		$498K Sell
1,272
-50
-4% -$17.3K 0.01% 433
2024
Q2 		$440K Buy
1,322
+292
+28% +$101K 0.01% 439
2024
Q1 		$377K Buy
1,030
+58
+6% +$18.5K 0.01% 448
2023
Q4 		$287K Buy
972
+85
+10% +$22.1K 0.01% 450
2023
Q3 		$242K Hold
887
– – 0.01% 472
2023
Q2 		$218K Hold
887
– – ﹤0.01% 480
2023
Q1 		$203K Hold
887
– – ﹤0.01% 479
2022
Q4 		$212K Buy
+887
New +$193K ﹤0.01% 494
2021
Q2 		– Sell
-890
Closed -$206K – 515
2021
Q1 		$206K Buy
+890
New +$184K ﹤0.01% 487
2020
Q1 		– Sell
-1,506
Closed -$222K – 497
2019
Q4 		$222K Buy
+1,506
New +$210K ﹤0.01% 500
2013
Q3 		– Sell
-9,050
Closed -$747K – 421
2013
Q2 		$747K Buy
+9,050
New +$770K 0.01% 346

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kornitzer Capital Management's CAT Position: Q2 2026 in Review

Kornitzer Capital Management reduced its Caterpillar (CAT) stake by 2.2% in Q2 2026, selling an estimated $22K and leaving 1,088 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #412.

Kornitzer Capital Management first reported a position in CAT in Q2 2013 and has held it in 18 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Kornitzer Capital Management held 1,088 shares of Caterpillar worth $1.16M as of Q2 2026.
  • Kornitzer Capital Management sold 25 Caterpillar shares in Q2 2026, an estimated $22K.
  • Caterpillar made up 0.02% of Kornitzer Capital Management's portfolio in Q2 2026, its #412 holding.
  • Kornitzer Capital Management first reported a position in Caterpillar in Q2 2013 and has held it in 18 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Kornitzer Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.